At AssetMark, we're dedicated to making a difference in the lives of advisors, their clients, and our shared communities. Our business is built upon deep relationships and trust. And our advisors rely on us to do what is right - always.

Giving back is the right thing to do, which is why we have supported charitable giving for more than 20 years. From toy and backpack drives, to employee volunteer days and matching donations, to our annual Community Inspiration Awards and industry leadership, we strive to make a difference in the lives of others.

Winner, Corporate Social Responsibility/Diversity category

Making a Difference

In Our Communities

Each year, AssetMark gives associates a volunteer day to give back in a way that is meaningful to them. Many choose to work side-by-side with their colleagues during our annual month of service that provides support to nonprofit organizations including Habitat for Humanity, ARF, Ronald McDonald House, Catholic Charities, Blue Star Moms, as well as local food banks, parks, and schools.

AssetMark’s employee matching program gives associates additional ways to impact the issues that matter to them. In its first year, the program provided matching donations to 92 organizations.

Our corporate charity program started more than 20 years ago with AssetMark's founders who invited business colleagues and friends to give back. This tradition continues today with a holiday toy drive that provides toys, gift cards and necessities to individuals and families.

With Our Advisors

Our annual Community Inspiration Awards honor advisors who are making a tremendous impact on their communities through dedicated service. Every year we select a few individuals who are nominated by their peers to be recognized at our annual Gold Forum event. Each advisor's chosen charity is awarded with a financial donation from AssetMark. It is our hope that shining a light on this work inspires others to give back.

In Our Industry

In 2018 we renewed our commitment to working with the CFP Board Center for Financial Planning with a $250,000 donation spanning five years, with the express purpose of creating a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning. We are also collaborating with the Center’s Workforce Development Advisory Group to encourage younger and more diverse individuals to consider a career as an independent financial advisor.

Perspectives and Insights

Why and How to Leverage a Social Mission for Your Advisory BusinessAssetMark Chief Financial Officer Gary Zyla explains how infusing a social mission into your business deepens client connections and inspires employees.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. Savos Investments and Aris are divisions of AssetMark. AssetMark Retirement Services, Inc. is an affiliate of AssetMark, Inc.

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